Sales Automation Client
After sales calls, teams typically spend 2-4 hours writing proposals, or rush to send generic ones that don't match the client. The Proposal Agent automates this entire process, turning call transcripts into complete, personalized proposals in minutes instead of hours.
Challenge
Sales teams waste 2-4 hours after every call writing proposals, or send rushed generic proposals that don't match client needs. Both options hurt professionalism and efficiency.
Sales professionals face a critical bottleneck after every sales call: spending 2-4 hours writing detailed proposals, or rushing to send generic templates that don't address the client's specific needs. Both approaches are problematic - the first steals valuable time that could be spent on more calls, while the second damages professionalism and reduces win rates. Teams needed a way to generate personalized, comprehensive proposals quickly without sacrificing quality or missing important details from the conversation.
Solution
Built an automated proposal generation system that processes call transcripts and generates complete, personalized proposals using AI and Google Slides integration
The Proposal Agent automates the entire proposal generation workflow. Fathom joins sales calls to capture perfect notes and transcripts. JavaScript processes and cleans the text, preparing it for AI analysis. The AI system extracts over 18 critical details including pain points, proposed solutions, pricing discussions, timelines, and client goals. Google Slides then automatically populates a professional proposal template with all the extracted information. The completed proposal is sent via email for a quick human review - the only manual step required. The entire system runs from the CRM, which serves as the central brain coordinating all components. This transforms a 2-4 hour task into a 2-minute review process.
Key Features
- Automatic call transcription and note-taking via Fathom
- Intelligent text processing and cleaning
- AI-powered extraction of 18+ key details
- Automated Google Slides template population
- Email delivery for human review
- CRM-centric architecture
- Maintains human judgment through review step
Implementation Approach
- Fathom joins sales calls, takes perfect notes, and sends transcripts to the automation system.
- JavaScript cleans and processes the messy transcript text to prepare it for AI analysis.
- AI extracts over 18 important details including pain points, solutions, pricing, timelines, and goals.
- Google Slides automatically fills the proposal template with real information from the call.
- Completed proposal is sent to email for final human review before sending to the client.
- Everything runs from the CRM, which serves as the central brain of the entire setup.
Impact
- Reduced proposal creation time from 2-4 hours to just 2 minutes of review.
- Ensured consistent proposal quality and never forgetting important details.
- Improved professionalism with personalized proposals that match each client's needs.
- Saved hours every week, allowing teams to send proposals while competitors are still typing notes.
- Maintained human judgment and personal touch through required review step.
Timeline
- Discovery1 week
- Integration Setup2 weeks
- AI Training & Testing2 weeks
- Deployment1 week